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Smart Alpha Small & Micro Cap
Smart Alpha Small & Micro Cap

Smart Alpha Small & Micro Cap

  • Alchemy Capital Management
  • SMALL CAP
  • 17
    Out of 20*
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Portfolio age 1 years, 3 months
-15.11%
-7.74%
Hurdle Rate** 10.00%
Fixed fee 2.50%
Min. Investment 50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 28/02/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

PORTFOLIO MANAGERS

Alok Agarwal
  • Manager Rank Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM Undisclosed
  • Highest Return In 1 Yr 2.62%
Profile

Alok has over 21 years of experience in Finance and Markets, primarily in equity research and fund management. He worked with PGIM India AMC, where he managed their flagship fund and headed their Offshore Equity Desk. Alok has also worked with Deutsche Asset Management, KR Choksey Shares & Securities, E-nxt Financials Ltd and Pinnacle Academy. He holds a degree of M.Com and MS (Finance) & has also completed CA, CFA & CMT

Other Schemes
  • table
  • Grid
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
18 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
1Out of 2
-5.67%
-7.74%
S&P BSE 500 TRI
SMALL CAP
₹UNDISC. Cr.
1Out of 2
-15.11%
-7.74%
S&P BSE 500 TRI
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

PEER ANALYSIS

  • table
  • Grid
Compare
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
18 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
2744.21
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 24
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
14.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
1Out of 24
-15.11%
-7.74%
S&P BSE 500 TRI
SMALL CAP
10.00% 8.00% or 0%
₹UNDISC. Cr.
1Out of 24
0.48%
-2.94%
Nifty 50 TRI
SMALL CAP
No Option
₹2744.21 Cr.
1Out of 24
-5.67%
-7.74%
S&P BSE 500 TRI
SMALL CAP
10.00% or 8.00%
₹UNDISC. Cr.
1Out of 24
-7.85%
-5.77%
S&P BSE 500 TRI
SMALL CAP
10.00%
₹UNDISC. Cr.
1Out of 24
-10.35%
-7.74%
S&P BSE 500 TRI
SMALL CAP
14.00%
₹UNDISC. Cr.
1Out of 24
-10.36%
-7.74%
S&P BSE 500 TRI
SMALL CAP
No Option
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Alchemy Capital Management
Alchemy Capital Management manages assets worth Rs 6020.97 crores. Its current offering of PMS schemes includes 2 Small Cap schemes.

AUM (₹ cr)

6020.97 (As on Feb, 2025)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10.00% or 8.00%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
2 Out of 24
Fixed Fee
2.50%
AUM (₹ Cr)
₹UNDISC. Cr.
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category
SMALL CAP
Category Rank
18 Out of 24
Fixed Fee
2.50%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
1Out of 2
-5.67%
-7.74%
S&P BSE 500 TRI
10.00% or 8.00%
SMALL CAP
₹UNDISC. Cr.
1Out of 2
-15.11%
-7.74%
S&P BSE 500 TRI
10.00% 8.00% or 0%
SMALL CAP
₹UNDISC. Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Smart Alpha Small & Micro Cap?
The hurdle rate of Smart Alpha Small & Micro Cap is 10.00% 8.00% or 0%.
What is the fixed fee charged in Smart Alpha Small & Micro Cap ?
The fixed fee charged in Smart Alpha Small & Micro Cap is 2.50%.
What is the variable fee charged in Smart Alpha Small & Micro Cap ?
The variable fee charged in Smart Alpha Small & Micro Cap is 1.50% or 0.00% .
What is the profit sharing in Smart Alpha Small & Micro Cap ?
The profit sharing in Smart Alpha Small & Micro Cap is 15% above the 10% Hurdle or 20% above the 8% Hurdle or15% profit sharing on All Profits.
What is the minimum investment in Smart Alpha Small & Micro Cap ?
The minimum investment in Smart Alpha Small & Micro Cap is ₹50 Lac
What type of scheme is Smart Alpha Small & Micro Cap?
Smart Alpha Small & Micro Cap is an Equity scheme. It falls in the SMALL CAP category.
What is the inception date of Smart Alpha Small & Micro Cap?
The inception date of Smart Alpha Small & Micro Cap is Dec 6, 2023 .
What is the exit load of Smart Alpha Small & Micro Cap?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
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